February 2017 RPS Home Page   |   Newsletter Home     
No Savings
A Federal Reserve study found that 27% of U.S. pre-retirees age 60 and older had no retirement savings or pension, with similar statistics across other age groups.
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Chasing Performance vs. Diversification
Buying into a “hot” investment category can lead to disappointing returns, but holding long-term investments in a variety of categories may help manage risk.
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Tax Tips on Capital Gains
Tax season can be stressful, but it also offers an opportunity to look at the tax implications of your investment strategies and plan for the year ahead. You may want to take time to consider the tax treatment of capital gains.
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Time to Update Your Beneficiaries?
Updating account beneficiaries is especially important when someone experiences life changes such as divorce, remarriage, or a death in the family. Even if that’s not the case, it’s a good idea to review account beneficiaries on a regular basis.
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This information is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2017 Broadridge Investor Communication Solutions, Inc.

THE RETIREMENT PLANNING SPECIALISTS, LLC is a Registered Investment Advisory firm specializing in retirement planning and investment management for individuals committed to a secure financial future. Our objective is to help our clients make educated and informed decisions in order to reduce taxes, increase income, and secure their financial future. If we can be of assistance to you or someone you know, please contact us at the address and phone number below:
The Retirement Planning Specialists, LLC
5460 S. Quebec Street, Suite 333 • Greenwood Village, Colorado 80111 • (303) 771-3088 • (888) 771-5406
www.RPSpecialists.com